Small Business Banking
Private Client Group
Personal Financial Services
For the quickest answer, search previously asked questions below. Chances are, others have asked a similar question and there's already an answer waiting for you. If you can't find a match, ask a new question and our team members will answer.
January 25, 2016 08:34:11 AM
In reply to derek, galloway
Thank you for reaching us on TD Helps, Derek. We'd be glad to help.
First, we'd like to extend our condolences for your loss. Generally speaking, any joint account holder should have access to funds. If you're unsure if you're a joint account holder, please feel free to contact us so we can review this with you, upon account verification. Feel free to give us a call 24/7 at 888-751-9000 or visit a TD Bank Store. For a listing of hours and locations, please take a look here: http://bit.ly/TDStores.
Please understand, as we would like to assist you directly; unfortunately, we do not have access to your personal information since this is considered an unsecured forum.
If you are not a joint account holder, an Executor or an Administrator of a decedent’s estate may access the account. In order to access the account or close the account of the deceased Customer, the Executor or Administrator must provide the following documentations to a TD Bank Store:
Photo identification, Copy of the Death Certificate, and an original Certificate of Letters Testamentary or Letters of Administration with raised seal dated within 60 days; and a Letter of Instructions signed by all the Executors or Administrators with signature guaranteed by another financial institution. The death certificate will provide date of death if the date-of-death balance for the account is requested. Please keep in mind, these documents do vary by State.
If you have any questions, please contact us using the methods mentioned above.
We hope this helps, Derek and have a good day.
Megan K, Mount Laurel
January 25, 2016 08:34:26 AM